724 Capital, LLC
Assets Under Management
$225.9M
Number of Clients
1,311
Number of Advisors
12
Average Client AUM
$172K
AUM per Advisor
$18.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
724 Capital, LLC offers ongoing wrap fee portfolio management services based on clients' individual goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, outlining their current situation and risk tolerance. The firm selects outside portfolio managers for the wrap fee program.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
724 Capital charges an annual wrap fee of 1.00% of assets under management. This fee is generally negotiable and covers transaction fees. The fee is withdrawn quarterly in advance, and unearned fees are refunded on a prorated basis. There is an account minimum of $5,000, which may be waived at 724 Capital's discretion.
Areas of Practice
Location
OH, United States